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GIFT OF STOCK INSTRUCTIONS - Wycliffe Bible Translators · 2019. 10. 1. · Please consult your tax...

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Bible Translators GIFT OF STOCK INSTRUCTIONS Thank you for your interest in making a charitable gift to Wycliffe Bible Translators, Inc. in the form of a stock transfer. Please complete and return the second page of this form to receive your tax acknowledgement. BENEFITS OF GIVING A GIFT OF STOCK Giving a gift of publicly traded stock that has increased in value and that you have owned for more than one year may provide better tax benefits than giving cash. Your charitable income tax deduction is equal to the fair market value of the stock, and you avoid paying the capital gains tax on any increase in the current value over the original cost of the stock. You may also save on brokerage fees, because you are transferring ownership rather than selling the stock. TRANSFERRING A GIFT OF STOCK Stock held in a brokerage account may be transferred electronically to Wycliffe by contacting your broker using the following account information: You may complete and return the form to either our email inbox or mailing address listed below: Please consult your tax adviser if you are considering a stock gift, as Wycliffe Bible Translators, Inc. cannot provide tax advice. If you are transferring mutual funds or giving a stock gift certificate, please call our Gift Specialist using the number above before initiating the transfer. Thank you again for considering Wycliffe Bible Translators, Inc. as the recipient of your charitable gift. Brokerage Firm Account Name Attention Address Federal Tax ID Number (TIN/EIN) Email Phone Number Account Number Brokerage Number (DTC) Fidelity Brokerage Services (National Financial Services) Wycliffe Bible Translators, Inc. 95-1831097 Wycliffe Bible Translators Addressee [email protected] Stock Gift Department (407) 852-3633 PO Box 628200, Orlando, FL 32862-8200 0226 164-140376
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Page 1: GIFT OF STOCK INSTRUCTIONS - Wycliffe Bible Translators · 2019. 10. 1. · Please consult your tax adviser if you are considering a stock gift, as Wycliffe Bible Translators, Inc.

BibleTranslators

GIFT OF STOCK INSTRUCTIONS

Thank you for your interest in making a charitable gift to Wycliffe Bible Translators, Inc. in the form of a stock transfer. Please complete and return the second page of this form to receive your tax acknowledgement.

BENEFITS OF GIVING A GIFT OF STOCK Giving a gift of publicly traded stock that has increased in value and that you have owned for more than one year may provide better tax benefits than giving cash. Your charitable income tax deduction is equal to the fair market value of the stock, and you avoid paying the capital gains tax on any increase in the current value over the original cost of the stock. You may also save on brokerage fees, because you are transferring ownership rather than selling the stock.

TRANSFERRING A GIFT OF STOCK Stock held in a brokerage account may be transferred electronically to Wycliffe by contacting your broker using the following account information:

You may complete and return the form to either our email inbox or mailing address listed below:

Please consult your tax adviser if you are considering a stock gift, as Wycliffe Bible Translators, Inc. cannot provide tax advice. If you are transferring mutual funds or giving a stock gift certificate, please call our Gift Specialist using the number above before initiating the transfer.

Thank you again for considering Wycliffe Bible Translators, Inc. as the recipient of your charitable gift.

Brokerage Firm

Account Name

Attention Address

Federal Tax ID Number (TIN/EIN)

Email Phone Number

Account Number

Brokerage Number (DTC)

Fidelity Brokerage Services (National Financial Services)

Wycliffe Bible Translators, Inc.

95-1831097

Wycliffe Bible Translators

Addressee

[email protected]

Stock Gift Department

(407) 852-3633

PO Box 628200, Orlando, FL 32862-8200

0226

164-140376

Page 2: GIFT OF STOCK INSTRUCTIONS - Wycliffe Bible Translators · 2019. 10. 1. · Please consult your tax adviser if you are considering a stock gift, as Wycliffe Bible Translators, Inc.

BibleTranslators

GIFT OF STOCK FORMDONOR INFORMATION

BROKER INFORMATION

SECURITY INFORMATION

MINISTRY PREFERENCE

Donor Name (Individual, Corporation, Foundation)

Donor Street Address

Donor City / State / ZIP

Donor Telephone Number

Broker Name

Name & Type of Securities (e.g. DELL common stock)

Missionary / Project Name Ministry / Project # Amount / Percent

Security Symbol Number of Shares Date

Broker Company / City / State

Name & Type of Securities (e.g. DELL common stock)

Missionary / Project Name Ministry / Project # Amount / Percent

Security Symbol Number of Shares Date

Broker Contact / Telephone Number

Name & Type of Securities (e.g. DELL common stock)

Missionary / Project Name Ministry / Project # Amount / Percent

Missionary / Project Name Ministry / Project # Amount / Percent

Security Symbol Number of Shares Date

Donor Email Address (Only to be used if a question arises in the donation process)

corp5242


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